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My Portfolio

My Default Watchlist

HoldingLast TradeHolding ValueP/E RatioBetaAnnual DividendConsensus RatingConsensus Price TargetSettings
Amazon.com, Inc. logo
AMZN
Amazon.com
$3,205.03
+$66.20 (2.11%)
$3,205.03
+76.9% ROI
123.221.32-Buy
(Score: 2.88)
$3,287.48
(2.57% Upside)

Apple Inc. logo
AAPL
Apple
$440.25
+$1.59 (0.36%)
$2,641.50
+159.0% ROI
33.361.220.75%
$3.28 per sh.
Buy
(Score: 2.52)
$373.92
(15.07% Downside)

Aviva plc logo
AV
Aviva
GBX 284.30
+GBX 5.80 (2.08%)
£511.74
-33.9% ROI
4.51-0.11%
GBX 0.31 per sh.
Hold
(Score: 2.42)
GBX 372.83
(31.14% Upside)

Bank of America Corp logo
BAC
Bank of America
$25.39
+$0.38 (1.52%)
$1,015.60
+1.6% ROI
11.071.572.84%
$0.72 per sh.
Hold
(Score: 2.48)
$29.67
(16.84% Upside)

Bitcoin logo
BTC
Bitcoin
$11,726.26
+$336.61 (2.87%)
$938.10
-5.3% ROI
-----
JAGAX
JAGAX
Janus Henderson Adaptive Global Allocation Fund - A Shares
$10.14
+$0.06 (0.60%)
$1,014.00
+1.4% ROI
--2.25%
$0.23 per sh.
--
Johnson \u0026 Johnson logo
JNJ
Johnson & Johnson
$148.40
+$1.18 (0.80%)
$1,187.20
+14.2% ROI
21.700.682.72%
$4.04 per sh.
Buy
(Score: 2.75)
$164.27
(10.69% Upside)

Microsoft Co. logo
MSFT
Microsoft
$212.94
-$0.35 (-0.16%)
$2,129.40
+112.9% ROI
37.090.900.96%
$2.04 per sh.
Buy
(Score: 2.94)
$213.82
(0.41% Upside)

UnitedHealth Group Inc logo
UNH
UnitedHealth Group
$312.47
+$7.97 (2.62%)
$1,249.88
+25.0% ROI
17.570.711.60%
$5.00 per sh.
Buy
(Score: 2.92)
$338.46
(8.32% Upside)

VSGNX
VSGNX
Vanguard S&P SmallCap 600 Growth Index Fd Insti Cl
$347.56
+$0.91 (0.26%)
$1,042.68
+19.8% ROI
-----
Total+1.2%$15,053.15
+40.9% ROI
51.731.110.96%1.94% Upside

Portfolio Statistics

Asset Allocation by SectorView the asset allocation of your holdings by sector.

Largest HoldingsView the largest investment holdings inside your portfolio.

Holding % of Portfolio
Amazon.com (AMZN)21.29%
Apple (AAPL)17.55%
Microsoft (MSFT)14.15%
UnitedHealth Group (UNH)8.30%
Johnson & Johnson (JNJ)7.89%
Vanguard S&P SmallCap 600 Growth Index Fd Insti Cl (VSGNX)6.93%
Bank of America (BAC)6.75%
Janus Henderson Adaptive Global Allocation Fund - A Shares (JAGAX)6.74%

Portfolio ReturnsView your portfolio's price-to-earnings ratio, which is a measure of the company's share price relative to its earnings per share.

My Cost Basis: $10,685.07

My Holdings Value: $15,053.15

My ROI: +40.9% ROI

My Biggest Winners ROI
Apple (AAPL)+159.0% ROI
Microsoft (MSFT)+112.9% ROI
Amazon.com (AMZN)+76.9% ROI
UnitedHealth Group (UNH)+25.0% ROI
Vanguard S&P SmallCap 600 Growth Index Fd Insti Cl (VSGNX)+19.8% ROI
My Biggest Losers ROI
Aviva (AV)-33.9% ROI
Bitcoin (BTC)-5.3% ROI
Janus Henderson Adaptive Global Allocation Fund - A Shares (JAGAX)+1.4% ROI
Bank of America (BAC)+1.6% ROI
Johnson & Johnson (JNJ)+14.2% ROI

Portfolio PerformanceView your portfolio's performance compared to other indexes over time.

Compare Against 
 

Portfolio P/E RatioView your portfolio's price-to-earnings ratio, which is a measure of the company's share price relative to its earnings per share.

My portfolio P/E: 51.7

My Portfolio P/E

51.7

30.37

Average MarketBeat User
P/E Ratio

My Highest P/E Stocks P/E Ratio
Amazon.com (AMZN)123.22
Microsoft (MSFT)37.09
Apple (AAPL)33.36
Johnson & Johnson (JNJ)21.70
UnitedHealth Group (UNH)17.57
My Lowest P/E Stocks P/E Ratio
Aviva (AV)4.51
Bank of America (BAC)11.07
UnitedHealth Group (UNH)17.57
Johnson & Johnson (JNJ)21.70
Apple (AAPL)33.36

Portfolio Volatility (Beta)View your portfolio's beta, which is a measurement of how closely correlated the volatility of your holdings are to the broader market.

My Beta: 1.11

My Risk Level

1.11

1.38

Average MarketBeat
User Risk Level

Most Volatile Stocks In Portfolio: Beta
Bank of America (BAC)1.57
Amazon.com (AMZN)1.32
Apple (AAPL)1.22
Microsoft (MSFT)0.90
UnitedHealth Group (UNH)0.71
Least Volatile Stocks In Portfolio: Beta
Johnson & Johnson (JNJ)0.68
UnitedHealth Group (UNH)0.71
Microsoft (MSFT)0.90
Apple (AAPL)1.22
Amazon.com (AMZN)1.32

Average Market CapView your portfolio's market cap allocation vs other users' market cap allocations.

My Average Market Cap: $851.79 billion

My Average Market Cap

$851.79 billion

$125.25 billion

Average MarketBeat
User Market Cap

Highest Market Cap Stocks In Portfolio: Market Cap
Apple (AAPL) $1.88 trillion
Microsoft (MSFT) $1.61 trillion
Amazon.com (AMZN) $1.57 trillion
Johnson & Johnson (JNJ) $387.60 billion
UnitedHealth Group (UNH) $296.34 billion
Lowest Market Cap Stocks In Portfolio: Market Cap
Bank of America (BAC)$216.69 billion
UnitedHealth Group (UNH)$296.34 billion
Johnson & Johnson (JNJ)$387.60 billion
Amazon.com (AMZN)$1.57 trillion
Microsoft (MSFT)$1.61 trillion

Forecasted Earnings GrowthView your portfolio's forecasted earnings growth vs other users' forecasted earnings growth.

My Forecasted Earnings Growth: 16.30%

My Average Forecasted
Earnings Growth

16.30%

-5.38%

Average MarketBeat User
Forecasted Earnings Growth

Highest Forecasted Earnings Growth In Portfolio: Forecasted Earnings Growth
Amazon.com (AMZN)93.61%
Apple (AAPL)34.15%
Microsoft (MSFT)24.65%
UnitedHealth Group (UNH)22.24%
Johnson & Johnson (JNJ)3.69%
Lowest Forecasted Earnings Growth In Portfolio: Forecasted Earnings Growth
Bank of America (BAC)-31.63%
Janus Henderson Adaptive Global Allocation Fund - A Shares (JAGAX)0.00%
Vanguard S&P SmallCap 600 Growth Index Fd Insti Cl (VSGNX)0.00%
Johnson & Johnson (JNJ)3.69%
UnitedHealth Group (UNH)22.24%

Portfolio DividendsView your portfolio's overall dividend yield, the total of annual dividends you should receive each year and your upcoming dividend payments.

My portfolio dividend yield: 0.96%

My portfolio payout ratio: 13.19%

My portfolio average dividend growth: 29.15%

My annual dividend payout: $144.74

My Top Yielding Stocks Yield
Bank of America (BAC)2.84%
Johnson & Johnson (JNJ)2.72%
Janus Henderson Adaptive Global Allocation Fund - A Shares (JAGAX)2.25%
UnitedHealth Group (UNH)1.60%
Microsoft (MSFT)0.96%
Upcoming Dividend Payments Date
Apple (AAPL)8/13/2020
Johnson & Johnson (JNJ)9/8/2020
Microsoft (MSFT)9/10/2020
UnitedHealth Group (UNH)9/22/2020
Aviva (AV)9/24/2020

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My Portfolio Ideas

These stock suggestions are generated by identifying the holdings that are most frequently included with other MarketBeat user's watchlists that contain similar holdings to your watchlist(s), but are not yet included in your watchlist. Remember that these stock suggestions are just ideas. Never purchase a stock or any other security without doing your own independent research and consulting a qualified financial professional.

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